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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yousef who wrote (33445)	6/20/1998 2:27:00 AM
From: Elmer	Respond to of 1572987

Re "Now let me tell you another secret, Jim ... It really doesn't matter what yield that AMD is at "if" they are demand limited. " Well put Yousef, cost is as closely linked to fab loading as it is to die size. It doesn't matter what the yield is for an idle fab. I don't think anyone is fully loaded right not. Not AMD , not even Intel. Nobody. EP

To: Yousef who wrote (33445)	6/20/1998 9:41:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572987

Yousef, I see, you think as AMD increases yields they may become demand constrained rather than supply constrained. Yes, I realize that might be a problem. But where is the crossover line? That's the question. AMD no doubt could use a couple more vendors such as HP and Gateway. BTW, HP is an Intel only boxmaker, why has their stock sunk from 80 to 56? Could it be the Intel jinx? <GGG>